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CPA, Tax Preparer

Liberty Wealth Management Oakland ,CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

 We are seeking an independent CPA, Tax Preparer to work directly with our clients.  Our team of professionals help customers create a well-thought-out strategy, using a variety of investments and insurance products and services, to address their financial needs and concerns.

  • Meet with current and prospective clients with advisors to provide tax planning and tax preparation work for Liberty clients 
  • Analyze tax issues and recommend strategies
  • Maintain positive client relationships
  • Respond timely to clients to answer questions and provide requested tax planning and preparation deliverable
  • Participate in marketing webinars/seminars representing the tax planning aspect of our business
  • Requires CPA and minimum 5 years of tax planning and preparation experience
  • Experience working with Financial Wealth Companies strongly preferred

 

We are an Equal Opportunity Employer

Company Description
Established in 1999, Liberty Wealth Management is a fee-based investment management and financial planning firm. It provides portfolio and asset management services to individuals, pensions, profit sharing plans, and charitable organizations. Client interactions follow a five-step retirement planning process and the firm offers integrated financial, tax, and estate planning services. The firm is also a licensed insurance brokerage/agency.

Liberty Wealth Management

Why Work Here?

Fast-paced, multi-faceted organization with great growth potential.

Established in 1999, Liberty Wealth Management is a fee-based investment management and financial planning firm. It provides portfolio and asset management services to individuals, pensions, profit sharing plans, and charitable organizations. Client interactions follow a five-step retirement planning process and the firm offers integrated financial, tax, and estate planning services. The firm is also a licensed insurance brokerage/agency.

Address

411 30th Street 2nd Floor
Oakland, CA
USA

Website